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Auto Enrolment (AE) Section Application form

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    Personal information

    The normal retirement age of the Plan is 62, however, you have the option to change this to any age between 55 and 74. If you choose to invest in one of our lifecycle options, it is important to let us know the date in which you would like to retire, as it is used to both provide retirement illustrations and as the basis of the automatic fund switching process. You can change your selected retirement age (SRA) as often as you need to. Just complete our online Selected retirement age form.

    Contributions

    • Member contribution rate is 5% of Qualifying Earnings (this will be taken directly from your pay)
    • Pearson also pays 3% of Qualifying Earnings

    If your earnings are below the Qualifying Earnings limit in any month, no contributions will be deducted from your pay for that month and Pearson will not pay any contributions for that month. In that event you may wish to make additional voluntary contributions. Please see the "Ways you can save more" page for further details.

    Please note that membership of the section will be in whole months.

    Investment allocation

    Your Pension Pot will automatically be invested in the drawdown lifecycle option. If you do not wish to remain in the drawdown lifecycle option, you can select alternative funds by completing the Fund switch form.

    Your declaration

    I apply for membership of the Auto Enrolment Section of the Plan and I agree to be bound by the rules of the Plan. I also authorise the deduction of the appropriate member contributions from my salary. I confirm that I have not been granted Fixed Protection by HMRC.


    Data protection

    The Trustee, as the controller under the applicable data protection legislation in the UK, uses certain personal information about you to (amongst other reasons) communicate with you and administer your benefits in the Plan. Your information is shared with the Plan’s administrators, other providers of services to us, and public bodies such as Her Majesty’s Revenue and Customs. For more detailed information on how we use and disclose your information, the protections we apply, the legal bases we rely on and your data protection rights, please see our privacy notice at www.pearson-pensions.com/privacy-notice/ - This link opens in a new browser window. If you would like a copy of our privacy notice to be sent to you, please contact the pensions helpline.


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